SOC Toolkit Store

Don’t see your service organization?

AuditMiner can process SOC Toolkits from any service organization, even if not related to employee benefit plan audits.

Click here to REQUEST a SOC toolkit not seen below.

Note: AuditMiner does not provide the SOC PDF; only the Excel® Toolkit.

filter_icon

Filters

Currently Shopping by:

  1. Remove This Item Year: 2023
Filters
Year
SOC Type
Service Provider
  1. ADP, Inc. 18
  2. Alight Solutions LLC 4
  3. AllianceBernstein LP 1
  4. American Funds Service Company 1
  5. Aon 2
  6. Ascender Cloud Services Pty Ltd 1
  7. Ascensus Trust Company 1
  8. Ascensus, LLC 1
  9. AUL 1
  10. Bank of America, N.A. 2
  11. BNY Mellon 4
  12. BOKF, NA 1
  13. bswift, LLC 2
  14. Cadence Business Solutions 1
  15. Capital Group 2
  16. Caremark Rx, LLC 2
  17. CBIZ, Inc. 1
  18. Ceridian HCM, Inc. 4
  19. CertiPay America, LLC. 1
  20. Charles Schwab & Co., Inc. 3
  21. Cigna Healthcare 2
  22. Commerce Trust Company 1
  23. Complete Payroll Solutions (CPS) 1
  24. Conduent Inc. 1
  25. Connecticut On-Line Computer Center, Inc. 1
  26. DATIS (Continuum Cloud) 1
  27. Delta Dental of California 1
  28. DST Systems, Inc. 1
  29. Ekon Benefits 1
  30. Elevance Health, Inc. 1
  31. Employee Benefit Management Services 1
  32. Empower Retirement, LLC 3
  33. Equitable Financial Life Insurance Company 1
  34. Evernorth Health, Inc. 2
  35. Fidelity Information Services LLC (FIS) 2
  36. Fidelity Information Services, LLC 1
  37. Fidelity Information Systems (FIS) 1
  38. Fidelity Technology Group, LLC 1
  39. Fidelity Workplace Services LLC 2
  40. Finastra 1
  41. First American Bank 1
  42. Gallagher Bassett Services, Inc. 1
  43. GreatBanc Trust Company 1
  44. Guideline, Inc. 1
  45. Gusto, Inc. 1
  46. Human Interest, Inc. 1
  47. Humana Inc. 1
  48. Insight Investment Management Limited 1
  49. Insperity, Inc. 1
  50. John Hancock 2
  51. Justworks, Inc. 1
  52. LeaseCrunch 1
  53. Matrix Trust Company 2
  54. Meritain Health 1
  55. Merrill Lynch, Pierce, Fenner & Smith Incorporated 3
  56. Milliman, Inc. 1
  57. Morgan Stanley Smith Barney LLC 1
  58. MPAY , Inc. 1
  59. Mutual of America Life Insurance Company 1
  60. Mutual of Omaha 1
  61. Navisite, LLC 1
  62. Nelnet Business Solutions (NBS) 1
  63. Netchex (S & W Payroll Services) 1
  64. Newport Group 1
  65. Northern Trust Corporation 2
  66. OneSource Virtual, Inc. 1
  67. Oppenheimer (OPCO and OAM) 1
  68. OptumRx Administrative Services LLC 1
  69. Oracle America, Inc. 1
  70. Paychex, Inc. 2
  71. Paycom Software, Inc. 2
  72. Paycor Payroll Processing 1
  73. Paycor, Inc. 1
  74. Paylocity Corporation 1
  75. Paypro Corporation 1
  76. Payroll Resource Group (PRG) 1
  77. PNC Financial Services Group, Inc. 2
  78. PrimePay, LLC 1
  79. Principal (PGI and PrinREI) 1
  80. Principal Bank and Principal Trust Company 1
  81. Principal Life Insurance Company 1
  82. Proliant, Inc. 1
  83. Randall & Hurley, Inc. 1
  84. Rippling 1
  85. Salesforce, Inc. 1
  86. SAP SE 1
  87. Saturna Trust Company 1
  88. Securian Trust Company 1
  89. Sedgwick Claims Management Services, Inc. 1
  90. SS&C Technologies Holdings, Inc. 2
  91. Standard Insurance Company 1
  92. State Street Corporation 5
  93. Stifel Nicolaus 1
  94. Stripe, Inc. 2
  95. Teachers Insurance and Annuity Association of America (TIAA-CREF) 1
  96. The Vanguard Group, Inc. 1
  97. The Variable Annuity Life Insurance Company 1
  98. Transamerica Retirement Solutions, LLC 1
  99. TriNet USA, Inc. 1
  100. Trust Company of Illinois 1
  101. U.S. Bank National Association 1
  102. UKG Inc. 5
  103. UMR, Inc. 1
  104. Voya Institutional Plan Services, LLC 2
  105. Voya Services Company 2
  106. Wells Fargo Clearing Services 1
  107. Willis Towers Watson Public Ltd Co 1
  108. Workday Inc. 1
  109. Zelis Payments, LLC 1
  110. Harbour Benefit Holdings, Inc. 1
  111. Zoura, Inc. 1
  112. National Financial Services LLC 1
  113. TEOCO Corporation 1
  114. IBM Consulting 1
  115. Hilton Worldwide Holdings Inc. 1
  116. Blue Cross Blue Shield of Montana 1
  117. Prime Therapeutics LLC 1
  118. MVP Select Care, Inc. 1
  119. Pro EMS 1
  120. Harbinger Technology Solutions, LLC 1
  121. FMR LLC 1
  122. isolved, Inc. 1
  123. Synergent 1
  124. PayServ Corporation 1
  125. Strategy Execution Partners, LLC (StratEx) 1
  126. Extensis Group LLC 1
  127. Bangor Payroll 1
  128. Sage Intacct, Inc. 1
  129. Corporation Service Company 1
  130. Kelly & Associates Financial Services, Inc. 1
  131. Primepoint, LLC 2
  132. Plate IQ 1
  133. Fiduciary Trust International 1
  134. Liberty Mutual Group Inc. 1
  135. Thomson Reuters 1
  136. Cheetah, LLC 1
  137. QwickAnalytics 1
  138. TriNet Zenefits 1
  139. Luminare Health Benefits 1
  140. Northwest Investment Consulting, Inc. 1
  141. PointClickCare Technologies, Inc. 2
  142. BASIC Benefits, LLC 1
  143. Delta Dental of Missouri 1